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Advisor Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advisor Partners’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$345K Hold
7,361
– – 0.02% 595
2022
Q1 		$365K Hold
7,361
– – 0.02% 615
2021
Q4 		$390K Hold
7,361
– – 0.02% 589
2021
Q3 		$392K Buy
+7,361
New +$395K 0.03% 546

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisor Partners's IUSB Position: Q2 2022 in Review

Advisor Partners held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2022 at 7,361 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #595.

Advisor Partners first reported a position in IUSB in Q3 2021 and has held it in 4 quarters since. The position peaked at $392K in Q3 2021. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

  • Advisor Partners held 7,361 shares of iShares Core Universal USD Bond ETF worth $345K as of Q2 2022.
  • Advisor Partners left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2022.
  • iShares Core Universal USD Bond ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #595 holding.
  • Advisor Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 4 quarters since.
  • Advisor Partners's iShares Core Universal USD Bond ETF position peaked at $392K in Q3 2021.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.